Wealth Management Adviser
Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Weal
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Alison Gregory Email & Phone Number
Wealth Management Adviser
at
Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal
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Current company
Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal
Role
Wealth Management Adviser
Location
Greater Sheffield Area, United Kingdom, United Kingdom
Who is Alison Gregory? Overview
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Quick answer
Alison Gregory is listed as Wealth Management Adviser at Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal, based in Greater Sheffield Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alison Gregory.
Alison Gregory previously worked as Wealth Management Adviser at Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management and Financial Services Professional at Nationwide Building Society.
Profile bio
About Alison Gregory
I have worked in financial services for over 30 years and provide broad based financial advice to my Clients helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including wealth protection, inheritance tax, retirement planning, savings and investment planning. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 21/04/2023
Listed skills include Helping My Clients Achieve Their Financial Objectives, Wealth Management, Investments, Finance, and 27 others.
Current workplace
Alison Gregory's current company
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Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Weal
4 roles · 43 years
Alison Gregory work experience
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Wealth Management Adviser
Current
Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management
I am thrilled to announce the launch of Alison Gregory Wealth Management Ltd, becoming a representative of the prestigious St. James Place Wealth Management. I am able to offer my clients holistic financial planning on all of your wealth protection, inheritance tax, retirement planning, savings and investment planning needs. Please contact me to discuss.
Jul 2014 - Present
Financial Services Professional
Jun 2011 - Jun 2014
Senior Financial Consultant
I started working for Halifax in 1983 covering all areas of banking and then progressing into the Senior Financial Consultant role after a few years
1983 - 2011
~28 yrs
FAQ
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What company does Alison Gregory work for?
Alison Gregory works for Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal.
What is Alison Gregory's role at Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal?
Alison Gregory is listed as Wealth Management Adviser at Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal.
Where is Alison Gregory based?
Alison Gregory is based in Greater Sheffield Area, United Kingdom, United Kingdom while working with Alison Gregory Wealth Management Ltd, Partner Practice of St. James's Place Weal.
What companies has Alison Gregory worked for?
Alison Gregory has worked for Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Weal, Alison Gregory Wealth Management Ltd, Partner Practice Of St. James'S Place Wealth Management, Nationwide Building Society, and Halifax.
How can I contact Alison Gregory?
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What skills is Alison Gregory known for?
Alison Gregory is listed with skills including Helping My Clients Achieve Their Financial Objectives, Wealth Management, Investments, Finance, Banking, Financial Services, Financial Advisory, and Wealth.
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